Help Center

Sales Pipeline Management

* Page referenced in this article: sales pipeline page.

All the leads that are automatically captured by LeadCenter or added manually will show up in the Sales Pipeline. All new leads will be listed under the OPEN LEADS and NEW LEADS stages.

To add or edit lead stages orders and names, go to Stages Settings page.

Tip: OPEN LEADS and NEW LEADS are system stages that can't be changed.

Actions in the Sales Pipeline

Here is the list of key actions that you can take to manage your Sales Pipeline:

• Engage the lead: You can engage the lead by calling, sending an email or text message, setting appointments, running workflows, sending a financial questionnaire, or sending the secure document portal.
• Add tasks and notes.
• Remove from Pipeline: By removing the contact from Pipeline, that contact will not show in the Pipeline dashboard or Pipeline reports. You can still access that contact from the Contacts Dashboard.
• Delete the contact: If you delete the contact, it will be moved to the Trash folder. You can recover a contact from the trash folder by using Restore in the contact action menu.
• Mark the contact spam: Once you mark a contact as spam, calls and emails from that phone\email will be blocked and automatically placed in the spam folder.
• Merge contact: Merging contacts allows you to combine duplicate contacts into one.
• Bulk update contacts: You can update lead details such as changing stages, assigning owners, changing sources, or running workflows. For bulk updates, select multiple contacts using the checkboxes, then apply your changes using the action buttons at the top of the screen. You can select all contacts on the page or across multiple pages by clicking Select all X leads.

The sales dashboard is automatically sorted in descending order by the last contact update. This is to show you the latest lead you are working on. You can change the sorting order from the Sort by filter.

Tip: To automate engaging with a contact, you can trigger a workflow when a contact is created or updated. Create a new workflow with the trigger 'Contact Created' or 'Contact Updated'. Go to Workflows page to set it up.